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Chief Compliance Officer · Alcyon Wealth Partners

Brandon L Polish

CRD 5453808 · Named on Form ADV at one SEC-registered adviser

At a glance

Alcyon Wealth Partners, an SEC-registered wealth manager based in Youngstown, OH with $356 million in regulatory assets, lists Brandon L Polish on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Brandon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Don R. SherwoodPrincipal / Managing Member / Financial Advisor, Alcyon Wealth Partners
  • Marc A. PresleyPrincipal / Managing Member / Financial Advisor, Alcyon Wealth Partners

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brandon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.